Client Relationship Specialist- FSG
4 weeks ago
Position: Client Relationship Specialist
Division: Global Investment Banking
Location: London
Reports to: Head of European Investment Banking, Investment Banker – Managing Director, Senior Client Relationship Specialist (Europe)
Key Tasks:
Business Development Tasks:
Acting in a business development capacity to facilitate relationships with private equity clients including attending meetings, following up on communications around acquisition targets, equity research pieces and Baird conferences
Idea generation – to continuously review and improve how GIB can add value for our sponsor clients through our BD and marketing practices
Maintenance and development of pipeline documents cross sector and geography
Proactively develop and prepare in-depth, analytical marketing materials, with minimal supervision, including research reports and tailored pipeline documents for origination purposes when meeting with PE firms
In conjunction with the M&A Research effort, supporting the creation of PE focused thought leadership content and reports including half yearly activity reports and the marketing of that content
Support new business generation by reviewing sponsor coverage to identify transaction opportunities e.g. lower tier sponsors who we could be spending more time with and creating thematic pieces to get in front of client clusters
Active research on client portfolios, movements of assets between portfolios and senior stakeholders within private equity firms (using Pitchbook, MM, unquote etc.)
CRS Tasks
Maintenance of sponsor related databases, including Salesforce
Preparation of information packages to be utilised during client meetings
Support the investment banking teams throughout the marketing and pitch process by providing information to support the initial drafts of pitch and marketing materials, in particular sponsor profiles, for the FSG banker and industry teams to review
Maintenance and tracking / following up on targets, internally and externally
Marketing / conference reach out on behalf of the FSG MDs.
Key competencies and skills:
Business Competencies
Pursuit of excellence
Customer awareness
Contribution to corporate success
Supports compliance culture
Personal Skills
Excellent verbal and written communication skills
Strong client service skills
Strong attention to detail
Excellent organisational skills
Ability to thrive within a dynamic and challenging environment
Effective time management skills
IT Skills
Advance MS Office
Qualifications/Experience
Educated to degree level
Some previous experience in a financial services or professional services organisation
Good knowledge of financial accounting and databases, preferably Salesforce
During your employment, you must comply with the FCA rules and guidance including but not limited to the FCA’s Conduct Rules.
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